Chatbot (Q&A Mode)

What it is

The Strateda AI Chatbot is a conversational assistant built into the platform. It answers questions about how the platform works, helps you understand your strategy results, and provides guidance on features and workflows. You type questions in natural language, and the chatbot responds with relevant answers drawn from its knowledge of the Strateda platform and trading strategy concepts.

This is not a generic AI — it is trained on Strateda's features, terminology, and analytical framework. It understands context like backtest metrics, Walk-Forward Optimization results, indicator configurations, and plan-specific feature availability.

Plan requirement: Available on Plus, Pro, and Premium plans. Not available on the Free plan.

How to access it

1. Log in to Strateda.
2. Click the AI Assistant icon in the platform interface.
3. Select Chat mode (this is the default).
4. Type your question and press Enter.

The chatbot is available from any page in the platform. You can keep the chat open while working on strategies, reviewing backtests, or configuring optimizations.

AI Analysis (Backtest Reports)

In addition to answering questions, the AI Assistant generates automatic analysis reports for your backtest results. When you click the AI Analysis tab in the Strategy Analytics popup, the AI reads your full backtest metrics and produces a structured report directly in the popup.

The report is divided into sections:

• Overall Performance Summary — Headline metrics interpreted in plain language (total return, profit factor, win/loss ratio, recovery factor). Key values are highlighted in color.
• Strengths — Metrics that indicate genuine edge or stable performance (e.g., high edge ratio, consistent expectancy, low volatility).
• Weaknesses — Risk factors and areas of concern (e.g., low win rate, high kurtosis, drawdown duration).
• Risk Assessment — An overall risk profile statement synthesising the strengths and weaknesses.
• Specific Improvement Suggestions — Actionable recommendations such as parameter optimization targets, risk management additions, or alternative indicator approaches.

The same report is simultaneously sent to your Chatbot conversation, where you can ask follow-up questions about any finding:

This means you can click AI Analysis on any backtest and immediately ask the chatbot: "Why is my kurtosis flagged as a risk?" or "What parameters should I optimize first based on this analysis?"

The AI Analysis tab is available in both the Strategy Analytics popup (single backtest) and the Optimization Analytics popup.

What you see

The chat interface displays a conversation thread:

• Your messages — Questions or follow-ups you type.
• AI responses — Answers from the chatbot, which may include text explanations, references to specific platform features, or suggestions for next steps.
• Chat history — Previous conversations are preserved and accessible. You can scroll back to revisit earlier questions and answers.

The chatbot maintains context within a conversation, so you can ask follow-up questions without repeating background information.

How to interpret it

The chatbot is a guidance tool, not a decision-making system. Use it to:

• Understand metrics — "What does a Walk-Forward Efficiency of 0.45 mean?" or "Is a Sharpe ratio of 0.8 out-of-sample considered strong?"
• Navigate features — "How do I set up parameter optimization ranges?" or "Where do I configure WFO window sizes?"
• Analyze results — "My backtest shows high IS performance but weak OOS — what does that suggest?" or "Why might my strategy's performance differ between standard and MT5 backtesting?"
• Clarify plan features — "Which plan includes Walk-Forward Optimization?" or "How many live MT5 strategies can I run on Pro?"

The chatbot provides informational answers. It does not execute trades, modify your strategies, or make trading recommendations. Treat its responses as you would documentation — useful context for your own analysis and decisions.

Privacy

Chat history is encrypted at rest. Your conversations are not shared with other users or used to train external models. The chatbot accesses your questions and the platform's knowledge base — it does not read your account data, strategies, or backtest results unless you describe them in the conversation.

Example

A trader runs a Walk-Forward Optimization and is unsure how to read the results:

Trader: "My WFO shows 5 out of 8 OOS windows profitable, but the efficiency ratio is only 0.38. Should I be concerned?"

Chatbot: "A 62.5% OOS win rate (5/8 windows) is a reasonable result — it suggests the strategy concept has a genuine edge that persists across most test periods. The efficiency ratio of 0.38 means that OOS performance captures about 38% of the in-sample performance. This is on the lower end but not unusual, especially if your IS optimization is finding very strong results that naturally degrade somewhat on unseen data. The key question is whether the absolute OOS performance is acceptable for your risk tolerance — a strategy can have a low efficiency ratio but still produce meaningful returns if the IS baseline is high. Check the per-window OOS metrics to see if the 3 losing windows were large losses or small, as that affects the overall picture."

Trader: "Where do I see the per-window breakdown?"

Chatbot: "Open the WFO results and navigate to the Per-Window OOS Performance view. Each window is displayed individually with its return, Sharpe ratio, and other metrics, so you can assess whether the losing windows were marginal or significant."